Insights

Market Positioning Tri-Emerald Financial Group is a recognized mortgage lender specializing in residential properties in California, serving clients with a broad range of loan programs including conventional, FHA, VA, and reverse mortgages, presenting opportunities to introduce complementary financial products.

Customer Engagement The company's commitment to ongoing client relationships through services like rate watch and annual reviews indicates a target audience receptive to long-term financial partnerships, ideal for upselling or cross-selling additional financial services.

Growth Potential Having recently gone public despite past regulatory issues suggests an evolving expansion strategy, which may open avenues to collaborate on financial products tailored for their growth and investor relations.

Financial Scale With revenues estimated between one and ten million dollars and a focused team of up to 200 employees, there are opportunities to provide scalable financial solutions, particularly in areas like credit, insurance, or supplementary loan products.

Industry Dynamics Operating in a competitive landscape with large insurers and financial firms, Tri-Emerald's niche focus on personalized mortgage services offers openings for targeted marketing of complementary financial and insurance offerings to their client base.

Similar companies to Tri-Emerald Financial Group

Tri-Emerald Financial Group Tech Stack

Tri-Emerald Financial Group's Email Address Formats

Tri-Emerald Financial Group uses at least 2 format(s):
Tri-Emerald Financial Group Email FormatsExamplePercentage
First.Last@triemerald.comJohn.Doe@triemerald.com
77%
F_Last@triemerald.comJ_Doe@triemerald.com
13%
FLast@triemerald.comJDoe@triemerald.com
7%
FirstLas@triemerald.comJohnDoe@triemerald.com
3%

Frequently Asked Questions

Where is Tri-Emerald Financial Group's headquarters located?

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Tri-Emerald Financial Group's main headquarters is located at 25531 Commercentre Drive, Suite 250. The company has employees across 2 continents, including North AmericaSouth America.

What is Tri-Emerald Financial Group's phone number?

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You can contact Tri-Emerald Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Tri-Emerald Financial Group's official website and social media links?

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Tri-Emerald Financial Group's official website is triemerald.com and has social profiles on LinkedIn.

What is Tri-Emerald Financial Group's SIC code NAICS code?

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Tri-Emerald Financial Group's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52211 - Commercial Banking.

How many employees does Tri-Emerald Financial Group have currently?

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As of December 2025, Tri-Emerald Financial Group has approximately 51 employees across 2 continents, including North AmericaSouth America. Key team members include Chief Production Officer: J. D.President/Self Employed: K. T.Director Of Operations: D. J.. Explore Tri-Emerald Financial Group's employee directory with LeadIQ.

What industry does Tri-Emerald Financial Group belong to?

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Tri-Emerald Financial Group operates in the Banking industry.

What is Tri-Emerald Financial Group's email format?

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Tri-Emerald Financial Group's email format typically follows the pattern of First.Last@triemerald.com. Find more Tri-Emerald Financial Group email formats with LeadIQ.

When was Tri-Emerald Financial Group founded?

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Tri-Emerald Financial Group was founded in 2007.

Tri-Emerald Financial Group

BankingCalifornia, United States51-200 Employees

Tri-Emerald Financial Group is a California based mortgage lender that specializes in residential properties.

We have achieved recognition in the industry by taking a role of helping customers professionally manage their financial needs and fulfill their financial ambitions. We help borrowers integrate the mortgage loan they choose into their overall long and short term financial investment goals as well as their payment and equity objectives. 
Tri-Emerald Financial Group is a direct lender established to provide the best rates and most diverse array of programs available from conventional, FHA, VA and reverse mortgages.

For Tri-Emerald’s borrowers, the relationship starts prior to the first loan and continues indefinitely for as long as they own their property. A state of the art rate watch service, continual product updates, and an annual mortgage review are just part of the services we use to continually help homeowners manage what is typically their largest investment. 

The professionals at Tri-Emerald Financial Group pride themselves in being highly educated finance professionals who work hard for their customers’ best financial interests. All of our mortgage bankers are licensed through the National Mortgage Licensing System (NMLS) and hold individual licenses in various states. By holding these individual licenses our bankers meet the professional standards dictated by state specific laws, guidelines, procedures and education requirements.

Section iconCompany Overview

Headquarters
25531 Commercentre Drive, Suite 250
Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52211 - Commercial Banking
Founded
2007
Employees
51-200

Section iconFunding & Financials

  • $1M$10M

    Tri-Emerald Financial Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Tri-Emerald Financial Group's revenue is estimated to be in the range of $1M$10M

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